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Hi guys
Apologies for this (probably been asked before) but can anyone advise on what the Security Role settings should be for the App for Outlook to work correctly?
We're using V9 and I've done the following:
I've then accessed the Getting Started with Microsoft Dynamics 365 App for Outlook page and Added the App to Outlook.
I've followed the guidance from here: https://technet.microsoft.com/en-us/library/dn946901.aspx.
The App is showing up in Office 365 and in Outlook but I'll focus on Office 365 here. When I access an email and click the D to open the App, the App will open but I will sometimes get a message in it saying: Error Loading Control (the outline of the app is there but no content).
If I apply the System Admin role to the user then the App works perfectly so I know there is a setting I'm missing somewhere here but I cannot locate any guidance on this other that the above. If I remove the System Admin role from the user the App continues to work for a while (I'm assuming session length here) but will ultimately return to the Error Loading Control message.
When I click on the Error Loading Control message I get this error:
Error while mapping state to props during ComponentDidMount for control: MscrmControls.Containers.DashboardControl
Any advice on where to look next? I know V9 App is in Preview but I don't think it's the Preview that's the issue here (as it works when the user is a System Admin) so I'm guessing it's a Security Role setting I need to tweak here.
Thanx for any advice.
Steven
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Hello everybody,
we have a similar issue concering the APP performance.
Our symptoms are:
- APP Starts correctly
- As soon as we try to search records the app crashes and restarts
I made different tests and it seems to me that the IE causes the problem.
Outlook OWA access via IE and Edge doesn't work
Clearing the Cache via F12 Tools and the default Browser settings doesn't solve the problem
Setting the integritiy level of the APPData folder doesn't solve the problem
Outlook OWA access via Chrome works like a charm, which is our current workaround.
The affected user is working with Outlook Version 2002 (Build 1257.20242) and the IE Version 11.657.18362.0
Windows Version 1903 (Build 18362.657)
We are using Exchange onPrem 2016 and Dynamics365CE online
Best Regards vom south Germany
Hi Markus
Sorry was dragged away onto something else yesterday. I believe the first issue relates to an entity that is not available to view within the Dynamics App (so you'll need to determine which entity it is by looking at the App itself and then perhaps looking at the Forms in the App also).
Have all the necessary tests been performed with the user having the issue? It might be worthwhile removing the ability for them to track anything in the Settings, removing the Dynamics App for Outlook from them and then reapplying it to their account. Is it only the one person having the problem?
Steven
Hi Steven,
first of all it seems, as if we have different Dynamics Outlook App problems.
In general the Dynamics Outlook App is available and opens on every User account correctly.
One of our Users send me this small screenshot from his App while using:
The error messages says, that some data could not be displayed in the app.
Please contact Microsoft Support or your Dynamics Administrator.
I ask this User to send me his Outlook & Dynamics App Version number.
But i`m still waiting for that info.
An other User and I had a short Teams Session this morning.
He is able to track emails without a problem.
But when he tries to track an appointment an error message comes up and a link is postet inside the Dynamics Outlook App.
Here is the link: https://support.microsoft.com/en-us/help/4469522/we-can-t-load-this-app-because-your-email-account-isn-t-configured-wit
This User has the following Version Numbers:
Outlook Version 1908 (Build 11929.20606)
Dynamics Outlook App Version: 9.1.0.10535
My Version Number are these and i do not have any problems tracking an appointment:
Outlook Version 2002 (Build 12527.20242)
Dynamics Outlook App Version: 9.1.0.10535
Greetings
Markus
Hi Markus
If you've checked all these settings, can you tell us the exact error you're seeing please? Does the App open at all in Outlook (what version are you using as I think some of them have some issues).
Thanx
Hi Steven,
your answer was incredible fast ;) thanks a lot for that, first !
I followed your instructions and checked the security roles for the usage of the Dynamics App for Outlook.
But all security roles we have in use, are properly assigned as it seems.
I´ve allready spend so much time to fix that problem, that i don`t know what to do next ...
After reading this article i hoped so much, that it is a Microsoft bug, that will be fixed, soon.
Greetings from Germandy
Markus
Hey Markus
I think this issue has a solution now. You need to access the Apps area of your CRM (this can be accessed via the URL you normally use but add apps to the end - so something like <yourorgname>.crm11.dynamics.com/apps). Once in there you should see all the apps available to you. You're looking for the Dynamics 365 App for Outlook.
Click the 3 little dots and then Manage Roles. Here you need to add the Security Roles who will need to have access to the App. You can add as many as you wish and then click Save.
That should be it, so long as you've ensured these Roles meet the criteria laid out here: docs.microsoft.com/.../deploy-dynamics-365-app-for-outlook
Hopefully that helps.
Steven
Hi everybody,
we have the same problem, using the Dynamics 365 Outlook App. Some of our Users tell me, that they could not work with the App properly.
Seems to be no problem, getting an Email tracked in Dynamics 365.
But when they try to track an appointment, the error message occurs and they can`t track that to Dynamics 365.
When i got these information right, it`s a Microsoft Bug and the only workaround is to add the Standard System Role "Salesperson" to all Dynamics App for Outlook Users ?!
Is that right ?
Greetings from Germany
Hi Steve and all
I can confirm from almost 10 hours of investigation that there is a MAJOR bug in the App for Outlook! It only works with the standard security roles. It won't even work if you make a copy of on of the standard roles and use that without doing any changes to security. It seems that the app is somehow "hardcoded" to the standard roles. I'm very busy with projects at the moment and this bug did not do anything good for my available time. If anyone with some spare time would be so kind as to report the bug to MS I would be very grateful.
Hi guys
Thanx for the update on this and we'll give this option a go here. Seems weird to me that this would fix it since standard guidance is to not use those roles at all but to copy and update. I'm guessing though that a copied version will act as the original one does and as such the issue may be fixed doing this.
We created new Security Roles from scratch and worked our way up with permissions so this could well be the problem...a blank non CRM based Security Role may have a permission issue in the background that we're not aware of.
I like the think from you guys here and we'll give this a try.
Thanx
It's very likely that it's not about authorizations in the role but the role itself. I spent significant amount of time trying to figure out which authorization from Salesperson role works but had no success with that.
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